Northgate Capital, L.P
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Overview
Northgate Capital, L.P operates as a financial advisor firm based in Danville, California. It has $4.8 billion in total assets over 65 accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). The company has an average-sized team, including 18 financial advisors. Northgate Capital, L.P does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial assets like options, bonds and stocks.
Northgate Capital, L.P oversees all of its accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing client approval. The investment advisory firm administers roughly $74.1 million for each customer account. The typical financial advisor at Northgate Capital, L.P manages around four client accounts, making it one of the most individualized firms in the country.
The company's central office is located at 649 San Ramon Valley Blvd, Danville, California 94526. It is permitted to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northgate Capital, L.P by the Numbers
$4.8 billion
40
65
$74.1 million
Fee Structure
Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Northgate Capital, L.P can consist of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Northgate Capital, L.P.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 65 accounts, Northgate Capital, L.P's biggest client type is pooled investment vehicles. Around 12% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Northgate Capital, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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